Eric Satz, Founder and CEO of Alto – Expanding access to alternative investments

Wharton FinTech Podcast

Nate Gee hosts Eric Satz, Founder and CEO of Alto, a self-directed IRA custodian that facilitates individuals’ tax-advantaged investments in alternative asset classes. With the goal of “alternatives for all,” Alto aims to be the world’s premier alternative assets marketplace. In this episode, they discuss: - Eric’s career journey and how Alto came about - Why alternative investments as a means of diversification, and why now - Alto’s growth in a space of increasing competition - Alto’s capabilities with crypto - Expanding access to alternatives - Eric’s advice and insights from years as a founder, operator, and investor - And much more! About Alto As a self-directed IRA custodian, Alto launched its original Alto IRA platform in 2018 to simplify the process for individuals to diversify their retirement investments beyond stocks and bonds into a range of assets from private equity and credit to real estate, art, and wine. Supplementary to its original platform, Alto launched its CryptoIRA in 2020 to facilitate tax-advantaged crypto trading. About Eric Satz Before founding Alto, Eric worked as an investment banker, serial entrepreneur, and venture capitalist. Among his prior ventures, he co-founded Currenex, which was acquired by State Street for $564M. Eric graduated from Amherst College and currently resides in Nashville, Tennessee. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Nate’s LinkedIn: https://www.linkedin.com/in/nathan-c-gee/